reports
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Axa: 1 director
A director at Axa sold 102,726 shares at 34.337EUR and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Cl...
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
AKRBP AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
AKRBP AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
FDR FLUIDRA S.A.
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Carole Braudeau
- Carole Braudeau
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
AXA : Operational trends remain favourable
>Continued strong revenue growth at group level - Yesterday after trading, AXA published its 9M activity indicators and is to hold a conference call this morning. Total group revenue was € 84,012m (+6.7% reported, +7% l-f-l vs average annual growth targeted at 5% between 2023 and 2026) a shade below the consensus (€ 84,142m) very slightly below our forecast (€ 84,562m). In P&C, revenue was € 44,466m (+7% l-f-l), up for both the personal (+6%) and commercial lines (+7...
- Maria Paz Ojeda
AXA: VENTAS 9MESES’24 (ANÁLISIS BANCO SABADELL)
Ventas 9meses'24 vs 9meses'23: Ventas totales: 84.012 M euros (+6,7% vs +7,2% BS(e) y +6,8% consenso); No Vida: 44.666 M euros (+6,8% vs +7,3% BS(e) y +6,7% consenso); Vida: 25.083 M euros (+6,6% vs +7,0% BS(e) y +6,6% consenso); Salud: 13.150 M euros (+8,0% vs +7,7% BS(e) y +8,0% consenso); Gestión de activos: 1.222 M euros (+6,0% vs +6,0% BS(e) y +4,5% consenso).
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
AXA : Les tendances opérationnelles restent favorables
>Poursuite de la forte croissance des revenus du groupe - AXA a publié hier soir après Bourse ses indicateurs d’activité aux 9M et tiendra ce matin sa conférence téléphonique. Les revenus totaux du groupe se sont élevés à 84 012 M€ (+6.7% en publié, +7% à données comparables vs une croissance annuelle moyenne cible de 5% entre 2023 et 2026) marginalement inférieurs au consensus (84 142 M€) et très légèrement inférieurs à notre prévision (84 562 M€). En assurance domm...
- Research Department
INFORME DIARIO 31 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, EBRO FOODS, FCC, FLUIDRA, NATURGY, SECTOR BANCOS, SECTOR ENERGÉTICO. EUROPA: AB INBEV, AXA, AIRBUS, DHL GROUP, ING, SIEMENS. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 3T’24 que se publicarán en España y Europa en los próximos días. La inflación repunta en octubre Caídas en los mercados euro...
- Marc Lavaud
- Robert Jan Vos
- Marc Lavaud
- Robert Jan Vos
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
AXA : Favourable operational momentum continues
>A robust increase in revenue anticipated for 9M 2024 - AXA is due to publish its trading indicators for 9M 2024 after market on 30 October. We forecast total revenues of € 84,562m (+7.4% on a reported basis), a shade above the consensus (€ 84,142m). Our forecast corresponds to l-f-l revenue growth of 7%, stable vs H1 2024, above the target for average annual growth of 5% in the group’s three-year plan out to 2026. We forecast revenue of € 24,690m (+7.2% reported) for...
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
AXA : Poursuite de la dynamique opérationnelle favorable
>Hausse soutenue des revenus attendue aux 9M 2024 - AXA publiera le 30 octobre prochain après Bourse ses indicateurs d’activité sur les 9 premiers mois de l’année. Nous prévoyons des revenus totaux de 84 562 M€ (+7.4% en publié), légèrement supérieurs au consensus (84 142 M€). Notre prévision correspond à une croissance des revenus à données comparables de 7%, stable par rapport à celle du S1 2024, supérieure à l’objectif de croissance annuelle moyenne de 5% sur son p...
- MarketLine Department
CNP Assurances SA - Company Profile and SWOT Analysis
Summary CNP Assurances SA - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights CNP Assurances SA (CNP) is a provider of personal insurance products. The company, through its subsidiaries, offers a range of long-term care insurance, accident, term life insurance, death and funera...
- MarketLine Department
ERGO Group AG - Company Profile and SWOT Analysis
Summary ERGO Group AG - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights ERGO Group AG (ERGO Group), a subsidiary of Munchener Ruckversicherungs-Gesellschaft AG (Munich Re), is a global insurance group. The group offers a range of insurance products to private and corporate cu...
- Benoit Valleaux
- Steven Gould
AXA AXA
INFINEON INFINEON TECHNOLOGIES AG
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
AAL ANGLO AMERICAN PLC
MTX MTU AERO ENGINES AG
UTDI UNITED INTERNET AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
RWE RWE AG
IBE IBERDROLA SA
REY REPLY S.P.A.
LIN LINDE PUBLIC LIMITED COMPANY
- Benoit Valleaux
- Steven Gould
AXA AXA
INFINEON INFINEON TECHNOLOGIES AG
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
AAL ANGLO AMERICAN PLC
MTX MTU AERO ENGINES AG
UTDI UNITED INTERNET AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
RWE RWE AG
IBE IBERDROLA SA
REY REPLY S.P.A.
LIN LINDE PUBLIC LIMITED COMPANY
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
AXA : A very good performance in P&C in H1, sale of AXA IM
>Underlying earnings of € 4.2bn in H1, an improvement in the combined ratio in P&C - Premiums were up 7% l-f-l to € 59.9bn (2% above the consensus), with growth in all of the main business lines and a significant price hike in P&C (+10.9% personal lines, +3.7% commercial lines). In life insurance, the new business margin remained high (4.7%) but was down slightly (-0.3 points) due to a deterioration in the mix reflecting forex in Japan. Underlying earnings were € 4,24...
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